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Calendar

Wednesday, January 8, 2020
7:30AM - 9:30AM
The City Club of Washington DC
Moderated Roundtable discussion lead by Prabhash Shrestha,PMP, CAE; EVP and Chief Digital Strategy Officer, Independent Community Bankers of America
Tuesday, January 28, 2020
7:30AM - 9:30AM
The City Club of Washington, DC
Moderated Roundtable discussion lead by Jeff Tomitz, CFO, National Electrical Manufacturers Association (NEMA)
Tuesday, February 18, 2020
7:30AM - 9:30AM
The City Club of Washington, DC
Moderated Roundtable discussion lead by Kerri McGovern, Senior Director, Membership, Association of Corporate Council (ACC)
Wednesday, March 11, 2020
7:30AM - 9:30AM
The City Club of Washington, DC and Zoom Web-conference
Moderated Roundtable discussion lead by Gary Sundel, CIO, American Bankers Association (ABA)
Tuesday, April 7, 2020
10:00am – 11:15am
Zoom Web-conference
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
Thursday, April 9, 2020
8:00am – 9:30am
Zoom Web-conference

How are you using technologies to advance your Advocacy Mission and member engagement in this time of unprecedented disruption?

Invited Association Directors for Government Affairs, Public Policy and Advocacy only
Moderated Roundtable discussion lead by Mary Kate Cunningham, CAE, VP Public Policy, American Society of Association Executives (ASAE)
Moderated Roundtable discussion lead by Anna Amselle, CFO, National Association of Counties (NACo)
Moderated Roundtable Discussion of Association Executives lead by Greg Plotts, Partner, and Rob Eby, Partner, Aronson LLC
Wednesday, April 29, 2020
8:00AM -9:30AM
Zoom Web-conference
Co-Moderated Roundtable discussion lead by Kimberly Hall, Director of Membership, National Association of Counties (NACo) and Karim Guirguis, Chief Strategy & Innovation Officer, American Bankruptcy Institute
Wednesday, May 6, 2020
8:00AM - 9:30AM Eastern Time
Zoom Web-conference
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
Wednesday, May 20, 2020
8:00AM - 9:30AM Eastern Time
Zoom Web-conference
Moderated Roundtable discussion lead by Marc Charon, CFO, National Quality Forum
Moderated Roundtable discussion lead by Robert Schwartz, Ambassador Program Manager, Land Trust Alliance
Tuesday, June 9, 2020
9:30AM - 11:00AM EASTERN TIME
Zoom Web-conference
Co-Moderated Roundtable discussion lead by Melody Jordan-Carr, VP Membership, American Trucking Association (ATA) and Darryl Walter, Director of Membership, Solid Waste Association of North America (SWANA)
Wednesday, June 17, 2020
2:00 pm - 6:00 pm EASTERN TIME ZONE
Zoom Web-Conference

Association Executives Peer Group Virtual Roundtable Symposium Day 1

INVITED ASSOCIATION EXECUTIVES ONLY
Moderated Roundtable Discussions lead by Association Executives TBD on the topics of 1) How is Your Association Pivoting to the world of Virtual Events & Conferences (Technology and Attendee Experience), and 2) CONFERENCE CANCELLED - Now What? How is Your Association Navigating the Cancelling or Rescheduling of your Conference? (Legal, Insurance, Finance, managing Attendee/Sponsor/Exhibitor Registrations)

(1.5 CPE Credits) DOWNLOAD PDF
Tuesday, June 30, 2020
12:00 pm to 3:00 pm EASTERN TIME ZONE
Zoom Web-Conference
Moderated Roundtable Discussions lead by Association Executives TBD on the topics of 1) How does Your Association Use Data and Technology to Drive Member Engagement and Acquisition, Best Practices & Issues, and 2) Non-Dues Revenue. What has Your Association Done (or tried to Do) to Create Alternative Revenue Streams?

(1.5 CPE or CAE Credits) DOWNLOAD PDF
Thursday, July 16, 2020
9:30AM - 11:00AM EASTERN TIME
Zoom Web-Conference

What are your Association’s Top financial considerations in the Post-Pandemic World, or in times of hyper-change

Invited Association CFOs and COOs; Association C-Level Executives only:
Co-Moderated Roundtable discussion lead by Samuel Gaillard, CPA, Chief Financial Officer, Center for Workforce Inclusion and A. Michael Gellman, CPA, CGMA, Georgetown University, McCourt School of Public Policy, Center for Public and Nonprofit Leadership, Faculty -- (1.5 CPE or CAE Credits)
Wednesday, July 22, 2020
9:00AM - 10:30AM
Zoom Web-Conference

How does your Association maximize the value of systems, data, processes: Best Practices and Issues

Invited Association CIOs, IT Directors, and CTOs only:
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA) -- (1.5 CPE or CAE Credits)
Tuesday, July 28, 2020
9:30AM - 11:00AM EASTERN TIME
Zoom Web-Conference

INNOVATION IN ADVOCACY: What innovations have you recently adopted in executing your mission (connecting with Congress/States, partnerships, advocate training, etc.)

Invited Association Directors for Government Affairs, Public Policy and Advocacy only:
Moderated Roundtable discussion lead by Katherine McGuire, American Psychological Association (APA) -- (1.5 CPE or CAE Credits)
Thursday, July 30, 2020
9:30 AM - 11:00 AM (Eastern Time)
Zoom Web-Conference

The return of in-person Conferences/Events: What is your Association doing for the remainder of 2020 and in 2021. Legal, insurance, and financial considerations.

INVITED ASSOCIATION EXECUTIVES ONLY
Co-Moderated Roundtable Discussion of Association Executives lead by Elisabeth Barna, Chief Operating Officer, American Trucking Association (ATA) and Greg Plotts, Partner, Aronson LLC -- (1.5 CPE or CAE Credits)
August (TBD)
Zoom Web-Conference

How does your Association do Budgeting, Forecasting, Scenario Planning, Program Performance Evaluation? — Best practices and issues

Invited Association CFOs and COOs only
Moderated Roundtable discussion lead by Donald May, CFO, Mechanical Contractor Association of America (MCAA) - Invited
Wednesday, September 9, 2020
7:30AM - 9:30AM
The City Club of Washington, DC

CONNECT, COLLECT, AND CONVEY. How does your Association CONNECT your members/constituents to your content (regardless of where the data resides), how do you COLLECT that content, and how do you CONVEY that content (Directory, Search, Listings, Maps, Widgets, etc.)

Invited Association CIOs, IT Directors, and CTOs only
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
Thursday, September 10, 2020
9:30AM- 11:00AM
Zoom Web-Conference

Member Recruitment & Renewal: What is your Association’s strategy to convert prospects to members

Invited Association Membership and Marketing Directors only
Co-Moderated Roundtable discussion lead by Ken Koepper, Director of Membership/Industry Outreach, Textile Rental Services Association (TRSA); and Sarah Lawler, Assistant Director of Marketing, Alliance for Academic Internal Medicine (IM).
Tuesday, September 15, 2020
10:00AM - 11:30AM EASTERN TIME
The City Club of Washington, DC and Zoom Web-conference

Frauditing: What are you doing to prevent and detect fraud risk in your Association

Invited Association CFOs, and COOs only:
Moderated Roundtable discussion of invited Association CFOs and COOs lead by Julie Broadway, CEO, National Horse Owners Association
October (TBD)
The City Club of Washington, DC

Starting or re-starting your PAC – Best Practices and Issues

Invited Association Directors for Government Affairs, Public Policy and Advocacy only
Moderated Roundtable discussion lead by TBD
October (TBD)
Zoom Web-conference (In-person Tentative: The City Club of Washington, DC)

Fast Data and Agile Analytics: How is your Association Harnessing your Membership Data to make Important Decision – Best Practices and Issues

Invited Association Membership and Marketing Directors only
Co-Moderated Roundtable discussion lead by TBD
November (TBD)
The City Club of Washington, DC

How are you making sure that Your CEO* Understands What you are Saying: Best Practices and Issues (*and the rest of your Organization)

Invited Association CFOs and COOs only
Moderated Roundtable discussion lead by Richard Yep, CEO, American Counseling Association (ACA)
Thursday, November 12, 2020
10:00AM - 11:30AM EASTERN TIME
The City Club of Washington, DC

What is your most important Technology/Digital initiative in 2021 and how will you achieve it?

Invited Association CIOs, IT Directors, and CTOs only
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
December (TBD)
The City Club of Washington, DC

What is your most important Membership/Marketing initiative for 2021 and how will you achieve it?

Invited Association Membership and Marketing Directors only
Co-Moderated Roundtable discussion lead by TBD